Pensionmark Financial Group, LLC Vaneck Short Muni ETF Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 14,855 shares of SMB stock, worth $254,466. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,855
Previous 14,855 -0.0%
Holding current value
$254,466
Previous $256,000 -0.0%
% of portfolio
0.01%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$16.96 - $17.29 $5,342 - $5,446
-315 Reduced 2.08%
14,855 $256,000
Q2 2024

Aug 14, 2024
BUY
$16.87 - $17.03 $168 - $170
10 Added 0.07%
15,170 $257,000
Q1 2024

May 15, 2024
BUY
$17.0 - $17.11 $7,973 - $8,024
469 Added 3.19%
15,160 $258,000
Q4 2023

Feb 14, 2024
BUY
$16.61 - $17.14 $10,763 - $11,106
648 Added 4.61%
14,691 $251,000
Q3 2023

Nov 14, 2023
SELL
$16.65 - $16.89 $76,656 - $77,761
-4,604 Reduced 24.69%
14,043 $234,000
Q2 2023

Aug 14, 2023
SELL
$16.71 - $17.06 $27,939 - $28,524
-1,672 Reduced 8.23%
18,647 $314,000
Q1 2023

May 15, 2023
BUY
$16.7 - $17.09 $3,707 - $3,793
222 Added 1.1%
20,319 $345,000
Q4 2022

Feb 14, 2023
SELL
$16.49 - $16.94 $2,539 - $2,608
-154 Reduced 0.76%
20,097 $339,000
Q3 2022

Nov 14, 2022
SELL
$16.54 - $17.18 $11,197 - $11,630
-677 Reduced 3.23%
20,251 $337,000
Q2 2022

Aug 09, 2022
BUY
$16.77 - $17.11 $83 - $85
5 Added 0.02%
20,928 $359,000
Q1 2022

May 12, 2022
SELL
$17.07 - $17.88 $68,348 - $71,591
-4,004 Reduced 16.06%
20,923 $358,000
Q4 2021

Feb 11, 2022
BUY
$17.88 - $17.98 $20,418 - $20,533
1,142 Added 4.8%
24,927 $437,000
Q3 2021

Nov 12, 2021
SELL
$18.0 - $18.11 $283,842 - $285,576
-15,769 Reduced 39.87%
23,785 $428,000
Q2 2021

Aug 12, 2021
SELL
$18.0 - $18.11 $172,044 - $173,095
-9,558 Reduced 19.46%
39,554 $715,000
Q1 2021

May 17, 2021
BUY
$17.96 - $18.19 $353,255 - $357,779
19,669 Added 66.8%
49,112 $886,000
Q4 2020

Feb 16, 2021
BUY
$17.98 - $18.16 $87,238 - $88,112
4,852 Added 19.73%
29,443 $535,000
Q3 2020

Nov 13, 2020
SELL
$17.83 - $18.11 $105,963 - $107,627
-5,943 Reduced 19.46%
24,591 $444,000
Q2 2020

Aug 14, 2020
BUY
$17.29 - $18.01 $527,932 - $549,917
30,534 New
30,534 $553,000

Others Institutions Holding SMB

# of Institutions
87
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK SHORT MUNI ETF

SMB Quotes by TradingView
  • Ticker SMB
  • Sector ETFs
  • Industry ETFs
More about SMB
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email